Congress Wealth Management LLC Incresed Positions in Q1 2025

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Janus Detroit Str Tr
591K
+ 57.97%
N/A
1.61M $0
Profesionally Managed Portfo
45.3K
+ 22.42%
N/A
247K $0
PKG
Packaging Corp Of America

Consumer Cyclical
479
+ 13.82%
$192.03 - $242.13 $92K - $116K
3.94K $780K
Blackrock Inc
2.13K
+ 261.15%
N/A
2.95K $0
Matthews Intl Fds
6.26K
+ 0.57%
N/A
1.11M $0
Lam Research Corp
16.2K
+ 152.08%
N/A
26.9K $0
Labcorp Holdings Inc
779
+ 63.85%
N/A
2K $0
Profesionally Managed Portfo
252K
+ 11.29%
N/A
2.49M $0
Linde PLC
3.39K
+ 8.63%
N/A
42.7K $0
Blackrock ETF Trust Ii
97.1K
+ 395.76%
N/A
122K $0
KRMA
Global X Fds Global X Consciou

ETFs
390
+ 4.16%
$36.76 - $40.63 $14.3K - $15.8K
9.75K $363K
IYJ
Ishares Tr

ETFs
106
+ 1.95%
$127.48 - $142.0 $13.5K - $15.1K
5.53K $719K
NMIH
Nmi Holdings, Inc.

Financial Services
1
+ 0.02%
$34.46 - $39.13 $34.5 - $39.1
6.15K $221K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
1
+ 0.02%
$91.45 - $100.11 $91.5 - $100
4.83K $452K
MAIN
Main Street Capital Corp

Financial Services
29
+ 0.54%
$54.71 - $63.1 $1.59K - $1.83K
5.37K $303K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
149
+ 1.48%
$67.43 - $75.54 $10K - $11.3K
10.2K $699K
JLL
Jones Lang Lasalle Inc

Real Estate
26
+ 0.86%
$238.0 - $284.76 $6.19K - $7.4K
3.06K $758K
SON
Sonoco Products CO

Consumer Cyclical
224
+ 1.54%
$44.71 - $49.22 $10K - $11K
14.8K $698K
SYY
Sysco Corp

Consumer Defensive
57
+ 0.47%
$70.0 - $77.13 $3.99K - $4.4K
12.1K $906K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
875
+ 5.7%
$25.75 - $30.48 $22.5K - $26.7K
16.2K $423K
MAR
Marriott International Inc

Consumer Cyclical
906
+ 16.03%
$237.01 - $304.45 $215K - $276K
6.56K $1.56M
JHG
Janus Henderson Group PLC

Financial Services
512
+ 9.73%
$35.98 - $45.94 $18.4K - $23.5K
5.77K $208K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.58K
+ 7.21%
$37.84 - $44.02 $59.7K - $69.5K
23.5K $901K
ASX
Ase Technology Holding Co., Ltd.

Technology
1.3K
+ 4.98%
$8.76 - $11.36 $11.4K - $14.8K
27.4K $240K
FV
First Trust Dorsey Wright Focu

ETFs
200
+ 2.43%
$53.91 - $63.03 $10.8K - $12.6K
8.43K $462K
CC
Chemours CO

Basic Materials
103
+ 1.0%
$13.41 - $19.99 $1.38K - $2.06K
10.5K $141K
FIS
Fidelity National Information Services, Inc.

Technology
3
+ 0.05%
$68.12 - $83.42 $204 - $250
5.61K $419K
PHO
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.05%
$63.77 - $68.75 $893 - $963
30K $1.94M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
70
+ 1.66%
$121.0 - $142.28 $8.47K - $9.96K
4.28K $532K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
100
+ 1.07%
$117.4 - $131.02 $11.7K - $13.1K
9.48K $1.13M
A
Agilent Technologies, Inc.

Healthcare
88
+ 3.05%
$116.69 - $152.6 $10.3K - $13.4K
2.98K $348K
PINC
Premier, Inc.

Healthcare
454
+ 1.77%
$17.46 - $23.0 $7.93K - $10.4K
26.2K $504K
TRMB
Trimble Inc.

Technology
207
+ 1.89%
$65.52 - $77.49 $13.6K - $16K
11.2K $733K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.59K
+ 7.76%
$81.1 - $94.7 $129K - $150K
22K $1.79M
GOOGL
Alphabet Inc.

Communication Services
65.5K
+ 22.27%
$154.33 - $206.19 $10.1M - $13.5M
360K $55.6M
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.05%
$313.1 - $349.83 $626 - $700
4.09K $1.3M
H
Hyatt Hotels Corp

Consumer Cyclical
69
+ 3.14%
$120.83 - $166.34 $8.34K - $11.5K
2.27K $277K
LSTR
Landstar System Inc

Industrials
1
+ 0.03%
$146.63 - $177.82 $147 - $178
3.26K $489K
ASIX
Advan Six Inc.

Basic Materials
303
+ 2.22%
$22.57 - $32.31 $6.84K - $9.79K
14K $316K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39.6K
+ 10.01%
$102.49 - $119.96 $4.06M - $4.75M
435K $45.5M
LEG
Leggett & Platt Inc

Consumer Cyclical
750
+ 1.54%
$7.91 - $11.06 $5.93K - $8.3K
49.5K $391K
AME
Ametek Inc

Industrials
105
+ 0.85%
$170.39 - $190.43 $17.9K - $20K
12.5K $2.15M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
1.41K
+ 5.02%
$7.89 - $12.48 $11.1K - $17.5K
29.4K $262K
GNTX
Gentex Corp

Consumer Cyclical
246
+ 1.43%
$23.3 - $28.48 $5.73K - $7.01K
17.4K $406K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
7.47K
+ 6.17%
$30.46 - $36.6 $227K - $273K
128K $3.91M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.29K
+ 8.73%
$468.34 - $539.52 $2.95M - $3.39M
78.3K $36.7M
HMC
Honda Motor CO LTD

Consumer Cyclical
126
+ 0.16%
$26.9 - $30.41 $3.39K - $3.83K
77K $2.09M
APOG
Apogee Enterprises, Inc.

Industrials
215
+ 4.46%
$46.23 - $71.9 $9.94K - $15.5K
5.04K $233K
OMC
Omnicom Group Inc.

Communication Services
1.18K
+ 1.73%
$79.43 - $88.34 $93.6K - $104K
69.1K $5.73M
Activity Summary
Buys All Purchases 816 New Holdings 266 Increased Positions 550 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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